Amicus Financial Advisors LLC Takes Position in Schwab US Small-Cap ETF $SCHA

Amicus Financial Advisors LLC bought a new position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) in the fourth quarter, HoldingsChannel reports. The firm bought 365,100 shares of the company’s stock, valued at approximately $10,398,000. Schwab US Small-Cap ETF accounts for 2.9% of Amicus Financial Advisors LLC’s holdings, making the stock its 8th largest holding.

Several other large investors have also recently modified their holdings of the stock. Valpey Financial Services LLC lifted its position in Schwab US Small-Cap ETF by 2,689.1% in the fourth quarter. Valpey Financial Services LLC now owns 3,638,749 shares of the company’s stock worth $103,632,000 after buying an additional 3,508,286 shares during the last quarter. Corient Private Wealth LLC increased its position in Schwab US Small-Cap ETF by 164.9% during the fourth quarter. Corient Private Wealth LLC now owns 3,613,460 shares of the company’s stock valued at $102,911,000 after acquiring an additional 2,249,591 shares during the last quarter. 93 Financial Group LLC bought a new position in Schwab US Small-Cap ETF during the fourth quarter valued at $47,509,000. Bank of America Corp DE raised its stake in shares of Schwab US Small-Cap ETF by 5.3% in the second quarter. Bank of America Corp DE now owns 19,019,095 shares of the company’s stock valued at $481,183,000 after acquiring an additional 962,262 shares during the period. Finally, FIDELIS iM LLC raised its stake in shares of Schwab US Small-Cap ETF by 409.7% in the fourth quarter. FIDELIS iM LLC now owns 822,969 shares of the company’s stock valued at $23,438,000 after acquiring an additional 661,509 shares during the period.

Schwab US Small-Cap ETF Stock Performance

Schwab US Small-Cap ETF stock opened at $35.19 on Friday. Schwab US Small-Cap ETF has a 12-month low of $24.33 and a 12-month high of $35.53. The firm has a 50-day moving average price of $33.10 and a 200-day moving average price of $30.88. The firm has a market capitalization of $24.23 billion, a PE ratio of 17.65 and a beta of 1.10.

Schwab US Small-Cap ETF Company Profile

Schwab U.S. Small-Cap ETF (the Fund) seeks to track the total return of the Dow Jones U.S. Small-Cap Total Stock Market Index. The Dow Jones U.S. Small-Cap Total Stock Market Index includes the components ranked 751-2500 by full market capitalization. The Index is a float-adjusted market capitalization weighted index. The types of derivatives used by the Fund are options, futures, options on futures and swaps. The Fund may lend its portfolio securities to brokers, dealers and other financial institutions.